Enterprise Content Managementwith Office Share Point Server2007

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<ul><li> 1. Microsoft Virtual Labs Enterprise Content Management with Office SharePoint Server 2007 </li> <li> 2. Enterprise Content Management with Office SharePoint Server 2007 Objectives After completing this lab, you will be able to: Describe document management in Microsoft Office SharePoint Server 2007. Describe workflows in Office SharePoint Server 2007. Describe records management features in Office SharePoint Server 2007. Describe creating Web sites in Office SharePoint Server 2007. Describe creating Web Parts in Office SharePoint Server 2007. Describe advanced Web content management features in Office SharePoint Server 2007. Scenario You are the network administrator for Contoso, Ltd. The company uses SharePoint Portal Server 2003, but it is planning on deploying Office SharePoint Server 2007 to use enhanced features for enterprise content management, search, business intelligence, and business process management. In preparation for the migration, you need to understand the enterprise content management features of Office SharePoint Server 2007. Lab Components This lab includes two components: ExercisesThe exercises include detailed step-by-step instructions and are required. The exercises cover the core information needed to meet the lab objectives. Additional TasksThe additional tasks are listed at the end of an exercise and provide tasks that you can perform to extend your learning about the product. The additional tasks do not provide step-by-step instructions, but they are similar to the steps that you performed in the exercises. The additional tasks are optional, but it is recommended that you complete them to gain a fuller understanding of the product. </li> <li> 3. Enterprise Content Management with Office SharePoint Server 2007 3 Computers This lab uses three virtual machines performing the following roles: 3370A-3374A-SEA-DC1 Domain controller Exchange server 3370A-3374A-SEA-SRV1 Microsoft Office SharePoint Server 2007 Web front-end and application server Database server 3370A-3374A-SEA-CL1 2007 Microsoft Office system client Estimated time to complete this lab: 90 minutes Virtual Lab Console This lab makes use of the Microsoft Virtual Lab Program, an application that allows you to run multiple virtual machines online. During the lab, you will switch between different windows, each containing a separate virtual machine running Microsoft Windows Server 2003 or Microsoft Windows XP. Before you start the lab, familiarize yourself with the following basics of the Virtual Lab Console: To switch the focus for your mouse and keyboard to the virtual machine, click inside the virtual machine window. To remove the focus from a virtual machine, move the mouse pointer outside the virtual machine window. To issue the CTRL+ALT+DELETE keyboard combination inside a virtual machine, use RIGHT-ALT+DELETE instead. Virtual PC designates the RIGHT-ALT key as the Host key. Select the machine you wish to perform tasks on by selecting it in My Machines To Start the Lab Before you can perform any of the lab exercises, you must log on to the computer. If an error message warns you that the disks parent appears to have been modified, click OK to continue. This error message appears when you move Virtual PC images between computers with different time- zone settings. Note These demonstrations have been developed using beta software. If a specific task results in an error message or a time-out screen, try performing the task again. The task will most likely be completed successfully at the second attempt. </li> <li> 4. 4 Enterprise Content Management with Office SharePoint Server 2007 Exercise 1: Using Content Types Content types are a feature that is used extensively in Office SharePoint Server 2007. A content type defines metadata that can be collected about a document to make document management easier. Many predefined content types are included with Office SharePoint Server 2007, but you can also create content types to suite your own specialized needs. In this exercise, you create an enterprise document library, create a content type, create a new document from a content type, and use the document information panel. Task 1-1: Creating a Managed Document Repository A managed document repository is designed for managing a large number of documents. Document management features are automatically enabled. In this task, you learn how to create a managed document repository. Creating a Managed Document Repository Tasks Detailed Steps Click on SEA-CL1 under My Machines in the Virtual Lab SETUP STEPS ONLY console. Log on to SEA-CL1 by entering RIGHT-ALT+DEL as Paul with a password of Pa$$w0rd. Click Start, point All Programs, and click Internet Explorer. 1. a. Open http://sea-srv1. In the Address bar, type http://sea-srv1 and press Enter. b. Click Site Actions, and then click Create Site. 2. a. Create a managed document repository. In the Title box, type Enterprise Documents. b. In the Description box, type Central storage location for c. enterprise documents. In the URL name box, type docs. d. In the Select a template box, select Managed Document e. Repository. Click Create. f. Create and IT folder and an HR In the left pane, click Documents. 3. a. folder in the document library. Click the down arrow next to New, and then click Folder. b. In the Name box, type IT. c. Click OK. d. Click the down arrow next to New, and then click Folder. e. In the Name box, type HR. f. Click OK. g. In the left pane, expand Documents. 4. View the folders in the document library. </li> <li> 5. Enterprise Content Management with Office SharePoint Server 2007 5 Task 1-2: Creating a Content Type Content types are used to associate additional properties with documents stored in SharePoint sites. In this task, you create a new content type that has additional properties and a document template. Creating a Content Type Tasks Detailed Steps Create a new content type in Site Click Site Actions, and then click Site Settings. 1. a. Settings. Under Galleries, click Site content types. b. Click Create. c. In the Name box, type Memo. 2. a. Make the new content type a Memo. This will be a modification In the Description box, type Memo document with custom b. of the Document content type. template. In the Select parent content type from list, select Document c. Content Types. In the Parent Content Type list, select Document. d. In the Existing group list, select Custom Content Types. e. Click OK. f. Under the Columns heading, click Add from existing site 3. a. Add additional columns to the Memo content type. columns. In the Select columns from list, select Core Document b. columns. In the Available columns list, select Author, and click Add. c. In the Available columns list, select Subject, and then click d. Add. Click OK. e. Require the Author column for the Under the Columns heading, click Author. 4. a. Memo content type. In the Column Settings area, click Required (Must contain b. information). Click OK. c. </li> <li> 6. 6 Enterprise Content Management with Office SharePoint Server 2007 (continued) Creating a Content Type Tasks Detailed Steps Under the Settings heading, click Advanced settings. 5. a. Upload the Memo.dotx template for the Memo content type. Click the Upload a new document template option, and then b. click the Browse button. Browse to D:LabfilesPaul. c. Select Memo, and then click Open. d. Click OK. e. Associate the Memo content type Click the Enterprise Documents page at the top of the browser 6. a. with the document library. window. In the left pane, click Documents. b. Click Settings, and then click Document Library Settings. c. Under the Content Types heading, click Add from existing d. site content types. In the Select site content types from list, select Custom e. Content Types. In the Available Site Content Types box, select Memo, and f. click Add. Click OK. g. </li> <li> 7. Enterprise Content Management with Office SharePoint Server 2007 7 Task 1-3: Creating a New Document After a new content type is created for a document library, you can create new documents of that type. When documents are created directly from the SharePoint site, the document template is downloaded from the SharePoint site. In this task, you create a new document from the new Memo content type. Creating a New Document Tasks Detailed Steps Create a new Memo from the Click the Documents link found above the Customize 1. a. Documents heading. document library. Click the drop-down arrow next to New and then click Memo. b. To the right of the Memo heading, type Test Memo. 2....</li></ul>